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JIC Portfolio Trades - Two positions sold
#jicportfoliotrade
John Rosier
Dec 4, 20243 min read
NextEnergy Solar Fund - Interim Results
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £419m, 72p, 3.9 per cent of JIC Portfolio Interim results...
John Rosier
Nov 21, 20243 min read
Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...
John Rosier
Sep 11, 20247 min read
JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades
John Rosier
Jun 19, 20241 min read
NextEnergy Solar Fund - At last - £20m share buyback
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £453m, 77p, 3.2 per cent of JIC Portfolio The company has...
John Rosier
Jun 19, 20245 min read
NextEnergy Solar Fund - Update as at 31st March
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £455m, 77p, 3.3 per cent of JIC Portfolio (3.5 per cent...
John Rosier
May 15, 20243 min read
NESF commissions "Camilla" battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £432m, 73p, 3.5 per cent of JIC Portfolio (3.5 per cent...
John Rosier
Mar 19, 20243 min read
NextEnergy Solar Fund - Quarterly update
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £443m, 75p, 3.7 per cent of JIC Portfolio (4.0 per cent...
John Rosier
Feb 29, 20245 min read
JIC Portfolio Trades - Reduced one position, added to another
#jicportfoliotrade
John Rosier
Feb 6, 20242 min read
Funds' Portfolio Trades - Some rebalancing
#jicportfoliotrades
John Rosier
Jan 29, 20241 min read
NextEnergy Solar Fund - Interim Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £506m, 85.6p, 5.5 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Nov 22, 20236 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade
John Rosier
Oct 19, 20231 min read
NextEnergy Solar Fund - Dividend declaration - reassuring!
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 4.5 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Oct 19, 20232 min read
Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...
John Rosier
Oct 17, 20235 min read
Next Energy Solar Fund - Quarterly update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £541m, 91.7p, 5.2 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Aug 17, 20234 min read
JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade
John Rosier
Aug 10, 20234 min read
Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
NextEnergy Solar Fund - Falling Price Review
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £564m, 95.6p, 5.0 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Jun 27, 20232 min read
NextEnergy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 100.2p, 5.0 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Jun 19, 20235 min read
Next Energy Solar Fund - Notes from last week's presentation at Mello
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £599m, 103.0p, 5.3 per cent of JIC Portfolio (5.0 per cent...
John Rosier
May 30, 20232 min read